Transaction Advisory Services Professional

17 hours ago

Makati City, National Capital Region, Philippines beBeeAccounting Full time ₱300,000 - ₱600,000
Transaction Advisory Services Associate

The ideal candidate for this role will possess strong analytical and problem-solving skills, with the ability to apply accounting, financial, economic and data analysis expertise to address clients' critical issues.

This position involves participating in engagement team planning meetings, gathering data from interviews with client personnel or other sources, preparing and signing off working papers that document observations and evidence gathered during engagement procedures.

  • Responsibilities:
    • Participate and lead in engagement team planning meetings, and prepare minutes of the meeting as applicable.
    • Gather data from interviews with client personnel or from other sources such as minutes of meetings and other specific engagement procedures.
    • Prepare and sign off working papers that document observations and evidence gathered in the course of performing engagement procedures.
    • Check the accuracy of engagement schedules and other documents prepared by client personnel.
    • Perform other specific engagement procedures assigned by the Engagement Lead Consultant or Managing Consultant.
    • Ensure all procedures in the work programs are completely and appropriately performed and documented.
    • Respond promptly to the review notes and follow-ups of the Lead Consultant, Managing Consultant or Partner and document review notes disposal appropriately in the working papers.
    • Exercise professional skepticism and diligence in carrying out and completing assigned tasks.
    • Inform promptly the Engagement Lead Consultant about problems and engagement issues encountered.
    • Take the initiative to do research and discuss with the Engagement Lead Consultant or Managing Consultant the possible resolution to any engagement issue identified during the course of the audit.
    • File evidence relevant to the engagement in an engagement binder.
    • Complete all workpapers and engagement binders before the release of the report.
    • Submit supporting workpapers during the review process.
  • Relationship Management:
    • Establish and maintain clear coordination and good working relationship with client personnel, superiors, teammates, and other associates within and outside the firm at all times.
    • Maintain a can-do and positive attitude at all times in accepting assignments and working with other personnel.
  • Administrative Functions And Others:
    • Provide assistance to higher-level personnel in the preparation of proposals and in the conduct of other projects.
    • Organize working paper files prior to review by higher-level personnel or before turning over to Central Files.
    • Complete and submit accurate time reports in a timely manner.
    • Comply with the policies, procedures, and established practices of the firm and the division.
Requirements:
  • Bachelor's degree in Accountancy, Information Technology, or related field.
  • Certified Public Accountant (CPA) or Certified Internal Auditor (CIA).
  • Outstanding academic and leadership credentials.
  • Fresh CPA board exam passers encouraged to apply.
Preferred Qualifications:
  • Advanced communication and interpersonal skills along with good negotiation skills.
  • Ability to prioritize tasks, meet deadlines, and handle detail.
  • Willingness to travel on short notice and for extended periods.
  • Positive and energetic attitude and motivation to work in a fast-paced environment.
  • Drive to work independently while being an effective team member.
  • Proactive in asking clarifying questions.
  • Solid understanding and ability to apply risk and control concepts.
  • Proficiency in Microsoft Office and other spreadsheet applications.
Additional Details:
  • Minimum 1 year of experience.
  • Status: Probationary.
  • Headcount: Full-time employee.
  • Location: Makati City.

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